SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $262,000 | +8.7% | 3,463 | 0.0% | 0.06% | -20.7% |
| Q3 2019 | $241,000 | +3.0% | 3,463 | +5.6% | 0.08% | +36.7% |
| Q2 2019 | $234,000 | +1.3% | 3,278 | -0.5% | 0.06% | 0.0% |
| Q1 2019 | $231,000 | -45.8% | 3,296 | -53.1% | 0.06% | -66.3% |
| Q4 2018 | $426,000 | -38.3% | 7,028 | -22.4% | 0.18% | -1.7% |
| Q3 2018 | $690,000 | +12.6% | 9,057 | +8.7% | 0.18% | +4.6% |
| Q2 2018 | $613,000 | -8.0% | 8,333 | -13.5% | 0.17% | -11.3% |
| Q1 2018 | $666,000 | -38.1% | 9,629 | -37.6% | 0.20% | -34.6% |
| Q4 2017 | $1,076,000 | +27.0% | 15,434 | +22.8% | 0.30% | +18.3% |
| Q3 2017 | $847,000 | +3.5% | 12,573 | -1.7% | 0.25% | -0.4% |
| Q2 2017 | $818,000 | -18.4% | 12,794 | -20.5% | 0.25% | -21.2% |
| Q1 2017 | $1,003,000 | -44.1% | 16,092 | -44.8% | 0.32% | -48.1% |
| Q4 2016 | $1,793,000 | -2.3% | 29,171 | -9.2% | 0.62% | -6.9% |
| Q3 2016 | $1,835,000 | -2.8% | 32,129 | -5.5% | 0.66% | -9.3% |
| Q2 2016 | $1,887,000 | -56.2% | 33,987 | -58.9% | 0.73% | -62.9% |
| Q4 2015 | $4,310,000 | -1.3% | 82,751 | -3.7% | 1.98% | -4.6% |
| Q3 2015 | $4,365,000 | +29.9% | 85,937 | +46.9% | 2.07% | +40.1% |
| Q2 2015 | $3,361,000 | +7.2% | 58,481 | +7.5% | 1.48% | +6.3% |
| Q1 2015 | $3,134,000 | +5.8% | 54,423 | +1.2% | 1.39% | +4.3% |
| Q4 2014 | $2,963,000 | +11.7% | 53,753 | +4.2% | 1.33% | +9.7% |
| Q3 2014 | $2,652,000 | -3.9% | 51,605 | +2.4% | 1.22% | -4.6% |
| Q2 2014 | $2,761,000 | +6.4% | 50,371 | +4.0% | 1.27% | +1.6% |
| Q1 2014 | $2,595,000 | +16.1% | 48,422 | +13.7% | 1.25% | +1.5% |
| Q4 2013 | $2,236,000 | +9.1% | 42,588 | +0.2% | 1.24% | +6.2% |
| Q3 2013 | $2,049,000 | +9.2% | 42,499 | -0.3% | 1.16% | +3.7% |
| Q2 2013 | $1,876,000 | – | 42,643 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |